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- bincoinbincoin
  ·2023-11-29
  $拼多多(PDD)$ 维持目标价180，以上开始减持，第一波我是200以上减持的。
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- bincoinbincoin
  ·2023-11-29
  $拼多多(PDD)$ 侧面也验证了这几年消费降级走对了，当初PDD承接了大批淘宝的卖家，也是整活了一条中低端产业链，对于就业来说是有托底作用的，也是为什么政策上会给予一定的扶持，加上病毒式营销的裂变玩法，迅速攻占了下沉市场，客群+稳定供应链就形成了B环，现在市值超越阿里，只能说阿里在前一个阶段，目标战略上的误判是可见的，阿里要想回归还需要深刻变革，从社会责任、商业模式、产品服务、人文关怀等努力。接下来PDD的道路也会进入到攻坚区，如何提质增效，如何在新农村建设扎根，未来不仅仅是城市战略，而应该关注新农村战略，进一步激活新农村市场。
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